Bank of Montreal
CERT icon

Bank of Montreal’s Certara CERT Stock Holding History

Bank of Montreal’s Portfolio CERT Stock Details CERT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-17,623
Closed -$206K – 3557
2025
Q2 		$206K Sell
17,623
-6,481
-27% -$76.7K ﹤0.01% 2790
2025
Q1 		$239K Buy
24,104
+4,161
+21% +$50.5K ﹤0.01% 2636
2024
Q4 		$212K Buy
19,943
+1,670
+9% +$18.1K ﹤0.01% 2737
2024
Q3 		$215K Sell
18,273
-88
-0.5% -$1.16K ﹤0.01% 2997
2024
Q2 		$254K Buy
18,361
+798
+5% +$13.1K ﹤0.01% 2846
2024
Q1 		$319K Buy
17,563
+237
+1% +$4.09K ﹤0.01% 2739
2023
Q4 		$312K Buy
17,326
+7,107
+70% +$104K ﹤0.01% 2838
2023
Q3 		$144K Sell
10,219
-271
-3% -$4.55K ﹤0.01% 3184
2023
Q2 		$194K Sell
10,490
-108
-1% -$2.28K ﹤0.01% 3233
2023
Q1 		$257K Buy
+10,598
New +$209K ﹤0.01% 2870
2021
Q2 		– Sell
-52
Closed -$1K – 3870
2021
Q1 		$1K Buy
+52
New +$1.73K ﹤0.01% 4973

Other funds holding CERT

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of Montreal's CERT Position: Q3 2025 in Review

Bank of Montreal sold out of Certara (CERT) in Q3 2025, closing a stake of 17,623 shares — an estimated $206K sold.

Bank of Montreal first reported a position in CERT in Q1 2021 and held it in 11 quarters. The position peaked at $319K in Q1 2024. 241 funds tracked by Wall St. Rank hold CERT as of Q3 2025.

  • Bank of Montreal reported no remaining Certara position as of Q3 2025 after selling out during the quarter.
  • Bank of Montreal sold 17,623 Certara shares in Q3 2025, an estimated $206K.
  • Bank of Montreal first reported a position in Certara in Q1 2021 and held it in 11 quarters.
  • Bank of Montreal's Certara position peaked at $319K in Q1 2024.
  • 241 funds tracked by Wall St. Rank held Certara as of Q3 2025.

Based on Bank of Montreal's 13F filing for Q3 2025, filed 13 Nov 2025.